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Ishrs Ibnds DEC 27 Corp ETF (IBDS)

CUSIP: 46435UAA9 | NYSE | 708 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC4,602,572
0.3% of portfolio›$111.0M
Commonwealth Equity Services, LLC1,594,465
0.1% of portfolio›$38.5M
Kathmere Capital Management, LLC1,550,573
1.8% of portfolio›$37.4M
Howland Capital Management LLC1,523,285
1.3% of portfolio›$36.7M
Gratus Wealth Advisors, LLC1,503,035
4.6% of portfolio›$36.3M
Sigma Investment Counselors Inc1,355,196
1.5% of portfolio›$32.7M
Kestra Advisory Services, LLC1,282,546
0.1% of portfolio›$30.9M
RVW Wealth, LLC1,248,705
1.9% of portfolio›$30.1M
Truist Financial Corp1,166,674
0.0% of portfolio›$28.1M
Tabr Capital Management, LLC1,069,197
18.9% of portfolio›$25.8M
Klingman & Associates, LLC926,915
0.9% of portfolio›$22.4M
MV Capital Management, Inc.894,277
2.0% of portfolio›$21.6M
US Bancorp \de\864,032
0.0% of portfolio›$20.8M
Summit Asset Management, LLC792,790
2.5% of portfolio›$19.1M
Glenview Trust Co757,220
0.2% of portfolio›$18.3M
Mesirow Financial Investment Management, Inc.750,926
0.3% of portfolio›$18.1M
Rebalance, LLC721,187
0.9% of portfolio›$17.4M
Lyell Wealth Management, LP695,820
1.0% of portfolio›$16.8M
First National Trust Co654,476
0.5% of portfolio›$15.8M
Strid Group, LLC642,838
1.7% of portfolio›$15.5M
Central Trust Co633,521
0.3% of portfolio›$15.3M
Novem Group526,736
1.3% of portfolio›$12.7M
Venture Visionary Partners LLC507,140
0.3% of portfolio›$12.2M
InvesTrust457,858
4.5% of portfolio›$11.0M
McGuire Investment Group, LLC437,548
0.9% of portfolio›$10.6M
Great Diamond Partners, LLC420,932
1.7% of portfolio›$10.2M
Beese Fulmer Investment Management, Inc.411,430
0.6% of portfolio›$9.9M
Atria Investments, Inc411,149
0.1% of portfolio›$9.9M
Parallel Advisors, LLC409,570
0.1% of portfolio›$9.9M
Cornerstone Planning, LLC409,249
2.0% of portfolio›$9.9M
Arcadia Investment Advisors LLC406,058
4.1% of portfolio›$9.8M
Windsor Capital Management, LLC374,500
2.3% of portfolio›$9.0M
Ironwood Financial, llc370,688
1.4% of portfolio›$8.9M
Beaumont Asset Management, L.L.C.366,009
3.1% of portfolio›$8.8M
Concurrent Investment Advisors, LLC362,625
0.1% of portfolio›$8.7M
Matthew Goff Investment Advisor, LLC356,438
1.3% of portfolio›$8.6M
IFP Advisors, Inc352,410
0.1% of portfolio›$8.5M
Thrivent Financial for Lutherans336,982
0.0% of portfolio›$8.1M
Balentine LLC335,055
0.3% of portfolio›$8.1M
PFG Private Wealth Management, LLC319,297
3.3% of portfolio›$7.7M
Cliftonlarsonallen Wealth Advisors, LLC314,418
0.1% of portfolio›$7.6M
SAX Wealth Advisors, LLC304,023
0.2% of portfolio›$7.3M
Praetorian Wealth Management, Inc.294,366
1.2% of portfolio›$7.1M
Quantum Financial Advisors, LLC290,760
0.7% of portfolio›$7.0M
Cambridge Investment Research Advisors, Inc.275,751
0.0% of portfolio›$6.7K
MCF Advisors LLC267,494
0.2% of portfolio›$6.5M
4Thought Financial Group Inc.261,602
2.9% of portfolio›$6.3M
Creative Planning259,938
0.0% of portfolio›$6.3M
Virginia Wealth Management Group, Inc.257,512
3.1% of portfolio›$6.2M
Guidance Point Advisors, LLC245,323
1.2% of portfolio›$5.9M
Sonata Capital Group Inc238,392
1.8% of portfolio›$5.8M
Resonant Capital Advisors, LLC232,926
0.3% of portfolio›$5.6M
Droms Strauss Advisors Inc231,931
1.3% of portfolio›$5.6M
Precedent Wealth Partners, LLC229,109
0.8% of portfolio›$5.5M
Prospera Financial Services Inc228,897
0.1% of portfolio›$5.5M
Sightline Wealth Advisors, LLC227,770
2.6% of portfolio›$5.5M
Kestra Private Wealth Services, LLC225,601
0.1% of portfolio›$5.4M
Fulton Breakefield Broenniman LLC222,734
0.3% of portfolio›$5.4M
Wealth Enhancement Advisory Services, LLC213,406
0.0% of portfolio›$5.1M
Leo Wealth, LLC208,529
1.1% of portfolio›$5.0M
Krilogy Financial LLC203,146
0.1% of portfolio›$4.9M
High Note Wealth, LLC189,166
0.7% of portfolio›$4.6M
Robbins Farley186,522
1.7% of portfolio›$4.5M
Laurel Wealth Advisors LLC177,411
0.4% of portfolio›$4.3M
Regions Financial Corp176,847
0.0% of portfolio›$4.3M
Scott Capital Advisors, LLC174,409
0.6% of portfolio›$4.2M
Sowell Financial Services LLC171,666
0.1% of portfolio›$4.1M
Tlwm162,168
0.6% of portfolio›$3.9M
Evergreen Private Wealth LLC159,881
1.4% of portfolio›$3.9M
Integrated Advisors Network LLC158,039
0.2% of portfolio›$3.8M
Moneco Advisors, LLC154,483
0.2% of portfolio›$3.7M
Arrow Financial Corp152,754
0.3% of portfolio›$3.7M
Cherry Tree Wealth Management, LLC151,095
0.7% of portfolio›$3.6M
Penobscot Investment Management Company, Inc.147,705
0.2% of portfolio›$3.6M
Rossmore Private Capital141,443
0.3% of portfolio›$3.4M
Foundation Wealth Management, LLC141,410
1.8% of portfolio›$3.4M
Cowa, LLC137,834
0.8% of portfolio›$3.3M
Harbor Investment Advisory, LLC136,148
0.2% of portfolio›$3.3M
McGlone Suttner Wealth Management, Inc.131,766
0.4% of portfolio›$3.2M
LifePlan Financial, LLC119,295
2.0% of portfolio›$2.9M
Riverchase Wealth Management, LLC117,182
1.4% of portfolio›$2.8M
Associated Banc-Corp114,571
0.1% of portfolio›$2.8M
Marathon Mission, Inc.112,717
1.4% of portfolio›$2.7M
Phillips Financial Management, LLC110,146
0.2% of portfolio›$2.7M
MTM Investment Management, LLC109,803
0.8% of portfolio›$2.6M
Breachway Investments LLC108,870
4.1% of portfolio›$2.6M
Centennial Advisors, LLC103,771
3.0% of portfolio›$2.5M
Cornell Pochily Investment Advisors, Inc.102,789
0.6% of portfolio›$2.5M
Barrett & Company, Inc.100,736
0.7% of portfolio›$2.4M
Foundry Financial Group, Inc.98,792
1.0% of portfolio›$2.4M
WJ Wealth Management, LLC96,762
0.9% of portfolio›$2.3M
Chesley Taft & Associates LLC95,746
0.1% of portfolio›$2.3M
Forvis Mazars Wealth Advisors, LLC92,358
0.0% of portfolio›$2.2M
Commonwealth Financial Services, LLC91,778
0.4% of portfolio›$2.2M
Keeler Thomas Management LLC88,835
0.8% of portfolio›$2.1M
Wealthstar Advisors, LLC88,318
0.6% of portfolio›$2.1M
Cove Private Wealth, LLC86,500
0.4% of portfolio›$2.1M
New England Private Wealth Advisors LLC85,536
0.2% of portfolio›$2.1M
Fifth Third Bancorp81,566
0.0% of portfolio›$2.0M
Klaas Financial Asset Advisors, LLC78,230
0.2% of portfolio›$1.9M
Bank of New York Mellon Corp78,226
0.0% of portfolio›$1.9M
Segment Wealth Management, LLC76,448
0.1% of portfolio›$1.8M
First Fiduciary Investment Counsel, Inc.75,304
0.0% of portfolio›$1.8K
Montecito Bank & Trust73,360
0.3% of portfolio›$1.8M
Farther Finance Advisors, LLC72,894
0.0% of portfolio›$1.8M
Conrad Siegel Investment Advisors, Inc.70,103
0.3% of portfolio›$1.7M
Diversify Wealth Management, LLC68,563
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC68,563
0.0% of portfolio›$1.7M
Bullock Wealth Management Group66,407
0.7% of portfolio›$1.6M
Beacon Financial Group64,722
0.1% of portfolio›$1.6M
Valley Wealth Managers, Inc.63,847
0.1% of portfolio›$1.5M
Signaturefd, LLC63,618
0.0% of portfolio›$1.5M
J.W. Cole Advisors, Inc.62,544
0.0% of portfolio›$1.5M
Arcataur Capital Management LLC62,420
0.4% of portfolio›$1.5M
Princeton Global Asset Management LLC61,264
0.2% of portfolio›$1.5M
Jacobi Capital Management LLC61,067
0.1% of portfolio›$1.5M
Cannon Financial Strategists, Inc.58,868
0.2% of portfolio›$1.4M
Cabot Wealth Management Inc57,353
0.1% of portfolio›$1.4M
Davenport & Co LLC57,318
0.0% of portfolio›$1.4M
Adirondack Trust Co56,990
0.4% of portfolio›$1.4M
Woodley Farra Manion Portfolio Management Inc56,213
0.1% of portfolio›$1.4M
James Investment Research, Inc.54,264
0.1% of portfolio›$1.3M
Redwood Financial Network Corp51,912
0.7% of portfolio›$1.3M
Aspen Wealth Management LLC51,512
0.2% of portfolio›$1.2M
Blue Square Asset Management, LLC50,018
0.5% of portfolio›$1.2M
Beaumont Financial Advisors, LLC48,366
0.1% of portfolio›$1.2M
Wesbanco Bank Inc48,074
0.0% of portfolio›$1.2M
Walser Wealth Management Company, A Ltd Liability Co47,561
0.5% of portfolio›$1.1M
Archford Capital Strategies, LLC46,647
0.1% of portfolio›$1.1M
4J Wealth Management LLC45,733
0.5% of portfolio›$1.1M
Probity Advisors, Inc.45,158
0.2% of portfolio›$1.1M
Romano Brothers and Company41,972
0.1% of portfolio›$1.0M
Dudley Capital Management, LLC41,300
0.4% of portfolio›$996.2K
StoneX Group Inc.40,928
0.0% of portfolio›$987.4K
NovaPoint Capital, LLC40,803
0.2% of portfolio›$984.2K
One Plus One Wealth Management, LLC40,489
0.4% of portfolio›$976.6K
Twin Cities Retirement Group LLC39,901
0.8% of portfolio›$962.4K
Weaver Consulting Group39,277
0.2% of portfolio›$947.4K
Physician Wealth Advisors, Inc.38,336
0.1% of portfolio›$924.7K
KOM Wealth Management Group, LLC38,139
0.5% of portfolio›$919.9K
Hurley Capital, LLC37,078
0.4% of portfolio›$894.3K
First Interstate Bank36,411
0.0% of portfolio›$878.2K
XY Planning Network, Inc.35,994
0.1% of portfolio›$868.2K
Patriot Investment Management Group, Inc.35,726
0.0% of portfolio›$861.7K
Johnson Bixby & Associates, LLC35,312
0.1% of portfolio›$851.7K
Gilbert Capital Group, Inc.34,837
0.6% of portfolio›$840.3K
Beacon Financial Planning, Inc33,864
0.3% of portfolio›$816.8K
Duncker Streett & Co Inc33,833
0.1% of portfolio›$816.0K
KFG LLC33,688
0.5% of portfolio›$812.6K
River's Edge Wealth Management, LLC33,355
0.7% of portfolio›$803.9K
Provenance Wealth Advisors, LLC33,176
0.0% of portfolio›$800.2K
Schuylkill Financial LLC33,033
0.8% of portfolio›$796.8K
DecisionMap Wealth Management, LLC32,496
0.4% of portfolio›$783.8K
MGO One Seven LLC32,274
0.0% of portfolio›$778.4K
Wealth Advisory Solutions, LLC31,944
0.2% of portfolio›$770.5K
Community Financial Services Group, LLC31,330
0.1% of portfolio›$753.5K
Autumn Glory Partners, LLC30,174
0.2% of portfolio›$727.8K
Straight Path Wealth Management29,421
0.2% of portfolio›$709.6K
ADG Wealth Management Group, LLC29,190
0.4% of portfolio›$704.1K
Koshinski Asset Management, Inc.27,953
0.0% of portfolio›$674.2K
Focused Alpha, LLC27,898
0.2% of portfolio›$672.9K
Oppenheimer & Co Inc27,086
0.0% of portfolio›$653.3K
Atwater Malick LLC26,265
0.1% of portfolio›$633.5K
Spire Wealth Management25,755
0.0% of portfolio›$621.2K
Avidian Wealth Enterprises, LLC24,678
0.0% of portfolio›$595.2K
Ashton Thomas Private Wealth, LLC24,568
0.0% of portfolio›$592.6K
TD Waterhouse Canada Inc.24,549
0.0% of portfolio›$590.4K
Prosperity Planning, Inc.24,134
0.1% of portfolio›$582.1K
Tableaux LLC24,042
0.2% of portfolio›$579.9K
Woodmont Investment Counsel LLC23,459
0.0% of portfolio›$565.8K
Farnam Financial LLC23,275
0.4% of portfolio›$560.9K
Robinson Smith Wealth Advisors LLC22,505
0.3% of portfolio›$542.8K
Indivisible Partners22,319
0.0% of portfolio›$538.3K
Alterna Wealth Management, Inc22,085
0.3% of portfolio›$532.7K
Bank of New Hampshire21,930
0.1% of portfolio›$529.0K
Yoder Wealth Management, Inc.21,020
0.2% of portfolio›$507.0K
Paradigm, Strategies in Wealth Management, LLC20,333
0.3% of portfolio›$490.4K
HUB Investment Partners, LLC19,719
0.0% of portfolio›$475.6K
Lee Financial Co19,430
0.1% of portfolio›$468.7K
Peck Wealth Management, LLC19,200
0.4% of portfolio›$463.1K
True Private Wealth Advisors18,564
0.0% of portfolio›$447.8K
KPP Advisory Services LLC18,520
0.1% of portfolio›$446.7K
Wiregrass Investment Management LLC18,500
0.3% of portfolio›$446.2K
Walleye Partners, LLC18,333
0.5% of portfolio›$442.2K
J. L. Bainbridge & Co., Inc.17,828
0.0% of portfolio›$430.0K
S.E.E.D. Planning Group LLC17,674
0.1% of portfolio›$426.3K
Simon Quick Advisors, LLC17,219
0.0% of portfolio›$415.3K
Old Mission Investment Co LLC16,664
0.1% of portfolio›$401.9K
Mattern Capital Management, LLC16,645
0.0% of portfolio›$401.5K
Alliance Wealth Advisors, LLC16,563
0.1% of portfolio›$399.5K
Livet Wealth, LLC16,541
0.2% of portfolio›$399.0K
Financial Advisory Corp16,338
0.1% of portfolio›$394.1K
Crusonia Wealth Advisors LLC16,115
0.1% of portfolio›$388.7K
Meridian Wealth Management, LLC16,049
0.0% of portfolio›$387.1K
Brookstone Capital Management15,825
0.0% of portfolio›$381.7K
Members Wealth LLC15,812
0.2% of portfolio›$380.7K
Ballast Rock Private Wealth LLC15,597
0.2% of portfolio›$376.2K
FF Advisors,LLC15,525
0.1% of portfolio›$374.5K
Pine Haven Investment Counsel, Inc15,400
0.2% of portfolio›$371.4K
Apex Wealth Management, LLC15,013
0.2% of portfolio›$362.1K
1900 Wealth Management LLC14,750
0.0% of portfolio›$355.8K
Schmidt P J Investment Management Inc14,721
0.1% of portfolio›$355.1K
Valley Forge Investment Consultants Inc ADV13,765
0.1% of portfolio›$332.0K
Fortune Financial Group, Inc.13,585
0.3% of portfolio›$327.7K
Ferguson Johnson Wealth Management Inc13,452
0.2% of portfolio›$324.5K
Summit Place Financial Advisors, LLC13,450
0.1% of portfolio›$324.4K
Ledyard National Bank13,400
0.0% of portfolio›$323.2K
Aprio Wealth Management, LLC13,251
0.0% of portfolio›$319.6K
Baker Tilly Wealth Management, LLC13,248
0.1% of portfolio›$319.5K
Gamma Investing LLC13,164
0.0% of portfolio›$317.5K
Mlp3, LLC13,064
0.3% of portfolio›$315.1K
Gradient Capital Advisors, LLC13,020
0.1% of portfolio›$314.0K
Strategic Blueprint, LLC12,757
0.0% of portfolio›$307.7K
Advisor OS, LLC12,748
0.0% of portfolio›$307.5K
Next Level Wealth Planning, LLC12,390
0.1% of portfolio›$298.8K
Berkshire Money Management, Inc.12,213
0.0% of portfolio›$294.6K
Sarver Vrooman Wealth Advisors12,004
0.2% of portfolio›$289.5K
Cyr Financial Inc.11,984
0.1% of portfolio›$289.1K
Meredith Wealth Planning11,767
0.1% of portfolio›$283.8K
International Assets Investment Management, LLC11,686
0.0% of portfolio›$281.0K
Csenge Advisory Group11,592
0.0% of portfolio›$279.6K
Meitav Investment House LTD11,487
0.0% of portfolio›$276.7K
Hengehold Capital Management LLC11,474
0.0% of portfolio›$276.8K
Welch & Forbes LLC11,471
0.0% of portfolio›$276.7K
United Community Bank11,180
0.1% of portfolio›$269.7K
BridgePort Financial Solutions, LLC10,961
0.1% of portfolio›$264.4K
Robertson Stephens Wealth Management, LLC10,887
0.0% of portfolio›$262.6K
Chicago Partners Investment Group LLC10,765
0.0% of portfolio›$259.9K
Cooper S Advisors, LLC10,729
0.1% of portfolio›$258.8K
Highland Financial Advisors, LLC10,606
0.1% of portfolio›$255.8K
Maryland Capital Advisors Inc.10,504
0.1% of portfolio›$253.4K
Naples Global Advisors, LLC10,490
0.0% of portfolio›$253.0K
Avantax Planning Partners, Inc.10,447
0.0% of portfolio›$252.0K
Horizons Wealth Management10,438
0.2% of portfolio›$251.8K
Greenspring Advisors, LLC10,316
0.0% of portfolio›$248.8K
Prime Capital Investment Advisors, LLC10,252
0.0% of portfolio›$247.3K
Choreo, LLC10,101
0.0% of portfolio›$243.6K
Arnold Financial Planning LLC10,003
0.2% of portfolio›$241.3K
Briggs Wealth Management, Inc9,937
0.2% of portfolio›$239.7K
Axxcess Wealth Management, LLC9,925
0.0% of portfolio›$239.4K
Midland Wealth Advisors, LLC9,910
0.0% of portfolio›$239.0K
Trust Point Inc.9,571
0.0% of portfolio›$230.9K
Single Point Partners, LLC9,063
0.0% of portfolio›$218.6K
Cypress Wealth Services, LLC8,867
0.0% of portfolio›$213.4K
MinichMacGregor Wealth Management, LLC8,633
0.0% of portfolio›$208.2K
Sentinel Pension Advisors, LLC8,621
0.0% of portfolio›$207.9K
Builder Investment Group Inc8,550
0.0% of portfolio›$206.2K
Keybank National Association8,500
0.0% of portfolio›$205.0K
Wilmington Savings Fund Society, FSB8,400
0.0% of portfolio›$202.6K
Simplicity Wealth,LLC8,302
0.0% of portfolio›$200.2K
Trust Co7,476
0.0% of portfolio›$180.3K
Private Trust Co NA7,072
0.0% of portfolio›$170.6K
Pinnacle Bancorp, Inc.6,077
0.0% of portfolio›$146.6K
Align Financial, LLC4,282
0.0% of portfolio›$103.3K
Pension & Wealth Management Advisors, Inc.4,250
0.0% of portfolio›$102.5K
Phillip James Consulting Co.4,125
0.1% of portfolio›$99.5K
Coastline Trust Co4,003
0.0% of portfolio›$96.6K
Ascentis Independent Advisors3,650
0.0% of portfolio›$88.0K
Hyposwiss Advisors SA3,345
0.1% of portfolio›$80.7K
Asset Dedication, LLC3,210
0.0% of portfolio›$77.4K
Capital Investment Advisory Services, LLC3,075
0.0% of portfolio›$74.2K
Bokf, NA2,700
0.0% of portfolio›$65.1K
NBH Bank2,553
0.0% of portfolio›$61.6K
Burkett Financial Services, LLC2,152
0.0% of portfolio›$51.9K
Birchwood Financial Partners, Inc.2,134
0.0% of portfolio›$51.5K
Blue Trust, Inc.1,357
0.0% of portfolio›$32.7K
Miller Global Investments, LLC1,240
0.0% of portfolio›$29.9K
Legacy Bridge, LLC1,218
0.0% of portfolio›$29.4K
Eastern Bank1,145
0.0% of portfolio›$27.6K
Armstrong Advisory Group, Inc855
0.0% of portfolio›$20.6K
Tompkins Financial Corp671
0.0% of portfolio›$16.2K
Bradley & Co. Private Wealth Management, LLC628
0.0% of portfolio›$15.1K
Financial Consulate, Inc550
0.0% of portfolio›$13.3K
First Premier Bank315
0.0% of portfolio›$8
IMG Wealth Management, Inc.219
0.0% of portfolio›$5.3K
Assetmark, Inc167
0.0% of portfolio›$4.0K
Evolution Wealth Management Inc.137
0.0% of portfolio›$3.3K
Hazlett, Burt & Watson, Inc.104
0.0% of portfolio›$3
Hoey Investments, Inc90
0.0% of portfolio›$2.2K
Root Financial Partners, LLC66
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Lido Advisors, LLC
4,602,572$111.0M0.3%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
1,594,465$38.5M0.1%ETFLowWaltham, MA2026-11-02
Kathmere Capital Management, LLC
1,550,573$37.4M1.8%ETFLowWayne, PA2026-10-20
Howland Capital Management LLC
1,523,285$36.7M1.3%CoreLowBoston, MA2026-10-22
Gratus Wealth Advisors, LLC
1,503,035$36.3M4.6%ETFLowVirginia Beach, VA2026-10-26
Sigma Investment Counselors Inc
1,355,196$32.7M1.5%ETFLowNorthville, MI2026-10-27
Kestra Advisory Services, LLC
1,282,546$30.9M0.1%CoreLowAustin, TX2026-11-02
RVW Wealth, LLC
1,248,705$30.1M1.9%ETFVery LowLos Angeles, CA2026-10-06
Truist Financial Corp
1,166,674$28.1M0.0%CoreLowCharlotte, NC2026-10-30
Tabr Capital Management, LLC
1,069,197$25.8M18.9%ETFHighOrange, CA2026-10-20
Klingman & Associates, LLC
926,915$22.4M0.9%ETFVery LowNew York, NY2026-10-20
MV Capital Management, Inc.
894,277$21.6M2.0%ETFLowBethesda, MD2026-10-29
US Bancorp \de\
864,032$20.8M0.0%IndexLowMinneapolis, MN2026-11-05
Summit Asset Management, LLC
792,790$19.1M2.5%ETFLowMemphis, TN2026-11-05
Glenview Trust Co
757,220$18.3M0.2%GrowthVery LowLouisville, KY2026-10-28
Mesirow Financial Investment Management, Inc.
750,926$18.1M0.3%CoreLowChicago, IL2026-11-05
Rebalance, LLC
721,187$17.4M0.9%ETFVery LowPalo Alto, CA2026-10-22
Lyell Wealth Management, LP
695,820$16.8M1.0%GrowthLowMenlo Park, CA2026-10-30
First National Trust Co
654,476$15.8M0.5%GrowthLowJohnstown, PA2026-10-28
Strid Group, LLC
642,838$15.5M1.7%ETFLowNewtown Square, PA2026-10-28
Central Trust Co
633,521$15.3M0.3%CoreLowJefferson City, MO2026-11-05
Novem Group
526,736$12.7M1.3%ETFMediumRochester, NY2026-10-19
Venture Visionary Partners LLC
507,140$12.2M0.3%CoreLowSylvania, OH2026-10-07
InvesTrust
457,858$11.0M4.5%CoreLowOklahoma City, OK2026-10-14
McGuire Investment Group, LLC
437,548$10.6M0.9%Agg GrowthLowWakefield, RI2026-10-23
Great Diamond Partners, LLC
420,932$10.2M1.7%CoreMediumPortland, ME2026-10-13
Beese Fulmer Investment Management, Inc.
411,430$9.9M0.6%CoreLowCanton, OH2026-10-23
Atria Investments, Inc
411,149$9.9M0.1%CoreMediumCharlotte, NC2026-10-15
Parallel Advisors, LLC
409,570$9.9M0.1%IndexLowSan Francisco, CA2026-11-03
Cornerstone Planning, LLC
409,249$9.9M2.0%CoreMediumCharlotte, NC2026-10-27
Arcadia Investment Advisors LLC
406,058$9.8M4.1%ETFLowEagle, ID2026-10-13
Windsor Capital Management, LLC
374,500$9.0M2.3%ETFVery LowPhoenix, AZ2026-10-13
Ironwood Financial, llc
370,688$8.9M1.4%ETFLowTucson, AZ2026-10-20
Beaumont Asset Management, L.L.C.
366,009$8.8M3.1%ETFLowBeaumont, TX2026-10-16
Concurrent Investment Advisors, LLC
362,625$8.7M0.1%GrowthMediumTampa, FL2026-10-16
Matthew Goff Investment Advisor, LLC
356,438$8.6M1.3%CoreMediumHouston, TX2026-10-13
IFP Advisors, Inc
352,410$8.5M0.1%GrowthLowTampa, FL2026-10-16
Thrivent Financial for Lutherans
336,982$8.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Balentine LLC
335,055$8.1M0.3%ETFLowAtlanta, GA2026-11-03
PFG Private Wealth Management, LLC
319,297$7.7M3.3%ETFHighLutz, FL2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
314,418$7.6M0.1%ETFLowMinneapolis, MN2026-10-14
SAX Wealth Advisors, LLC
304,023$7.3M0.2%ETFVery LowParsippany, NJ2026-10-13
Praetorian Wealth Management, Inc.
294,366$7.1M1.2%ETFVery LowCarmel, CA2026-10-16
Quantum Financial Advisors, LLC
290,760$7.0M0.7%ETFLowSanta Monica, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
275,751$6.7K0.0%ETFLowFairfield, IA2026-11-02
MCF Advisors LLC
267,494$6.5M0.2%ETFLowLexington, KY2026-10-28
4Thought Financial Group Inc.
261,602$6.3M2.9%ETFLowSyosset, NY2026-11-02
Creative Planning
259,938$6.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Virginia Wealth Management Group, Inc.
257,512$6.2M3.1%YieldLowVirginia Beach, VA2026-10-14
Guidance Point Advisors, LLC
245,323$5.9M1.2%ETFVery LowWellesley, MA2026-10-15
Sonata Capital Group Inc
238,392$5.8M1.8%ETFVery LowSeattle, WA2026-10-19
Resonant Capital Advisors, LLC
232,926$5.6M0.3%ETFLowMadison, WI2026-10-15
Droms Strauss Advisors Inc
231,931$5.6M1.3%ETFLowSt. Louis, MO2026-11-03
Precedent Wealth Partners, LLC
229,109$5.5M0.8%ETFMediumHouston, TX2026-10-21
Prospera Financial Services Inc
228,897$5.5M0.1%CoreMediumDallas, TX2026-11-04
Sightline Wealth Advisors, LLC
227,770$5.5M2.6%ETFLowGroton, CT2026-10-21
Kestra Private Wealth Services, LLC
225,601$5.4M0.1%GrowthLowAustin, TX2026-10-30
Fulton Breakefield Broenniman LLC
222,734$5.4M0.3%GrowthLowBethesda, MD2026-11-03
Wealth Enhancement Advisory Services, LLC
213,406$5.1M0.0%CoreLowPlymouth, MN2026-10-13
Leo Wealth, LLC
208,529$5.0M1.1%CoreLowHurst, TX2026-10-26
Krilogy Financial LLC
203,146$4.9M0.1%GrowthLowSt. Louis, MO2026-10-13
High Note Wealth, LLC
189,166$4.6M0.7%ETFVery LowDeephaven, MN2026-10-27
Robbins Farley
186,522$4.5M1.7%CoreMediumBedford, NH2026-10-21
Laurel Wealth Advisors LLC
177,411$4.3M0.4%CoreVery LowCharlotte, NC2026-10-27
Regions Financial Corp
176,847$4.3M0.0%CoreLowBirmingham, AL2026-11-05
Scott Capital Advisors, LLC
174,409$4.2M0.6%ETFVery LowPortland, OR2026-10-13
Sowell Financial Services LLC
171,666$4.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Tlwm
162,168$3.9M0.6%ETFLowSan Antonio, TX2026-10-09
Evergreen Private Wealth LLC
159,881$3.9M1.4%CoreLowGreenwood Village, CO2026-10-30
Integrated Advisors Network LLC
158,039$3.8M0.2%GrowthMediumDallas, TX2026-10-20
Moneco Advisors, LLC
154,483$3.7M0.2%ETFLowFairfield, CT2026-11-05
Arrow Financial Corp
152,754$3.7M0.3%ETFLowGlens Falls, NY2026-10-26
Cherry Tree Wealth Management, LLC
151,095$3.6M0.7%ETFVery LowMinnetonka, MN2026-10-15
Penobscot Investment Management Company, Inc.
147,705$3.6M0.2%GrowthLowBoston, MA2026-10-26
Rossmore Private Capital
141,443$3.4M0.3%CoreLowGlastonbury, CT2026-10-27
Foundation Wealth Management, LLC
141,410$3.4M1.8%ETFLowClayton, MO2026-10-22
Cowa, LLC
137,834$3.3M0.8%ETFMediumTulsa, OK2026-10-30
Harbor Investment Advisory, LLC
136,148$3.3M0.2%GrowthLowLutherville, MD2026-10-13
McGlone Suttner Wealth Management, Inc.
131,766$3.2M0.4%ETFVery LowAppleton, WI2026-10-13
LifePlan Financial, LLC
119,295$2.9M2.0%CoreLowMankato, MN2026-10-13
Riverchase Wealth Management, LLC
117,182$2.8M1.4%ETFMediumFlower Mound, TX2026-10-28
Associated Banc-Corp
114,571$2.8M0.1%CoreLowGreen Bay, WI2026-10-30
Marathon Mission, Inc.
112,717$2.7M1.4%ETFVery LowAlbany, NY2026-10-01
Phillips Financial Management, LLC
110,146$2.7M0.2%ETFVery LowFort Wayne, IN2026-10-19
MTM Investment Management, LLC
109,803$2.6M0.8%CoreVery LowSpartanburg, SC2026-10-30
Breachway Investments LLC
108,870$2.6M4.1%ETFLowCharlestown, RI2026-10-19
Centennial Advisors, LLC
103,771$2.5M3.0%ETFHighAustin, TX2026-10-21
Cornell Pochily Investment Advisors, Inc.
102,789$2.5M0.6%CoreLowIthaca, NY2026-10-19
Barrett & Company, Inc.
100,736$2.4M0.7%ETFLowProvidence, RI2026-10-22
Foundry Financial Group, Inc.
98,792$2.4M1.0%ETFLowLaconia, NH2026-10-28
WJ Wealth Management, LLC
96,762$2.3M0.9%ETFMediumGlendale, AZ2026-11-03
Chesley Taft & Associates LLC
95,746$2.3M0.1%CoreLowChicago, IL2026-10-13
Forvis Mazars Wealth Advisors, LLC
92,358$2.2M0.0%ETFVery LowSpringfield, MO2026-10-13
Commonwealth Financial Services, LLC
91,778$2.2M0.4%ETFMediumVienna, WV2026-10-20
Keeler Thomas Management LLC
88,835$2.1M0.8%CoreHighOrem, UT2026-10-29
Wealthstar Advisors, LLC
88,318$2.1M0.6%ETFMediumPlano, TX2026-10-19
Cove Private Wealth, LLC
86,500$2.1M0.4%GrowthLowOyster Bay Cove, NY2026-10-28
New England Private Wealth Advisors LLC
85,536$2.1M0.2%ETFVery LowWellesley, MA2026-10-19
Fifth Third Bancorp
81,566$2.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Klaas Financial Asset Advisors, LLC
78,230$1.9M0.2%ETFVery LowLoves Park, IL2026-10-19
Bank of New York Mellon Corp
78,226$1.9M0.0%CoreLowNew York, NY2026-11-05
Segment Wealth Management, LLC
76,448$1.8M0.1%CoreLowHouston, TX2026-10-26
First Fiduciary Investment Counsel, Inc.
75,304$1.8K0.0%CoreLowCleveland, OH2026-10-27
Montecito Bank & Trust
73,360$1.8M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
Farther Finance Advisors, LLC
72,894$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Conrad Siegel Investment Advisors, Inc.
70,103$1.7M0.3%ETFLowHarrisburg, PA2026-10-08
Diversify Wealth Management, LLC
68,563$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
68,563$1.7M0.0%GrowthLowSandy, UT2026-10-20
Bullock Wealth Management Group
66,407$1.6M0.7%GrowthLowBloomington, IN2026-10-09
Beacon Financial Group
64,722$1.6M0.1%ETFMediumDallas, TX2026-10-19
Valley Wealth Managers, Inc.
63,847$1.5M0.1%GARPMediumParamus, NJ2026-10-09
Signaturefd, LLC
63,618$1.5M0.0%IndexLowAtlanta, GA2026-10-23
J.W. Cole Advisors, Inc.
62,544$1.5M0.0%IndexLowTampa, FL2026-11-05
Arcataur Capital Management LLC
62,420$1.5M0.4%ETFVery LowMilwaukee, WI2026-10-21
Princeton Global Asset Management LLC
61,264$1.5M0.2%GrowthLowPrinceton, NJ2026-10-21
Jacobi Capital Management LLC
61,067$1.5M0.1%CoreLowPittston, PA2026-11-05
Cannon Financial Strategists, Inc.
58,868$1.4M0.2%ETFVery LowAthens, GA2026-10-19
Cabot Wealth Management Inc
57,353$1.4M0.1%CoreMediumBeverly, MA2026-11-05
Davenport & Co LLC
57,318$1.4M0.0%CoreMediumRichmond, VA2026-10-14
Adirondack Trust Co
56,990$1.4M0.4%GrowthLowSaratoga Springs, NY2026-10-14
Woodley Farra Manion Portfolio Management Inc
56,213$1.4M0.1%ValueMediumIndianapolis, IN2026-11-05
James Investment Research, Inc.
54,264$1.3M0.1%CoreLowAlpha, OH2026-10-22
Redwood Financial Network Corp
51,912$1.3M0.7%ETFLowSolon, OH2026-11-03
Aspen Wealth Management LLC
51,512$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Blue Square Asset Management, LLC
50,018$1.2M0.5%MomentumMediumNew York, NY2026-11-02
Beaumont Financial Advisors, LLC
48,366$1.2M0.1%GrowthMediumNeedham, MA2026-10-22
Wesbanco Bank Inc
48,074$1.2M0.0%CoreLowWheeling, WV2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
47,561$1.1M0.5%GrowthHighTampa, FL2026-10-15
Archford Capital Strategies, LLC
46,647$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
4J Wealth Management LLC
45,733$1.1M0.5%ETFMediumMclean, VA2026-11-02
Probity Advisors, Inc.
45,158$1.1M0.2%ETFLowDallas, TX2026-10-23
Romano Brothers and Company
41,972$1.0M0.1%CoreLowEvanston, IL2026-10-22
Dudley Capital Management, LLC
41,300$996.2K0.4%GrowthLowMiddleburg, VA2026-10-23
StoneX Group Inc.
40,928$987.4K0.0%ETFMediumNew York, NY2026-11-03
NovaPoint Capital, LLC
40,803$984.2K0.2%CoreLowAtlanta, GA2026-10-22
One Plus One Wealth Management, LLC
40,489$976.6K0.4%ETFMediumJupiter, FL2026-10-16
Twin Cities Retirement Group LLC
39,901$962.4K0.8%ETFVery LowPlymouth, MN2026-10-16
Weaver Consulting Group
39,277$947.4K0.2%ETFLowHuntington Beach, CA2026-10-07
Physician Wealth Advisors, Inc.
38,336$924.7K0.1%ETFMediumMidvale, UT2026-10-20
KOM Wealth Management Group, LLC
38,139$919.9K0.5%ETFLowAppleton, WI2026-10-15
Hurley Capital, LLC
37,078$894.3K0.4%GARPMediumNew York, NY2026-11-05
First Interstate Bank
36,411$878.2K0.0%ETFLowBillings, MT2026-10-23
XY Planning Network, Inc.
35,994$868.2K0.1%ETFLowBozeman, MT2026-10-14
Patriot Investment Management Group, Inc.
35,726$861.7K0.0%ETFVery LowKnoxville, TN2026-10-15
Johnson Bixby & Associates, LLC
35,312$851.7K0.1%ETFMediumVancouver, WA2026-10-14
Gilbert Capital Group, Inc.
34,837$840.3K0.6%ETFHighNorth Yarmouth, ME2026-10-28
Beacon Financial Planning, Inc
33,864$816.8K0.3%ETFVery LowHyannis, MA2026-11-04
Duncker Streett & Co Inc
33,833$816.0K0.1%GrowthLowSt. Louis, MO2026-10-27
KFG LLC
33,688$812.6K0.5%ETFN/ARapid City, SD2026-11-02
River's Edge Wealth Management, LLC
33,355$803.9K0.7%ETFVery LowBeaver, PA2026-10-19
Provenance Wealth Advisors, LLC
33,176$800.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Schuylkill Financial LLC
33,033$796.8K0.8%ETFN/AWyomissing, PA2026-10-21
DecisionMap Wealth Management, LLC
32,496$783.8K0.4%ETFLowGreat Falls, VA2026-10-29
MGO One Seven LLC
32,274$778.4K0.0%GrowthLowBeachwood, OH2026-10-28
Wealth Advisory Solutions, LLC
31,944$770.5K0.2%ETFLowZionsville, IN2026-10-20
Community Financial Services Group, LLC
31,330$753.5K0.1%GrowthLowNewport, VT2026-10-15
Autumn Glory Partners, LLC
30,174$727.8K0.2%CoreMediumDallas, TX2026-10-26
Straight Path Wealth Management
29,421$709.6K0.2%ETFLowJenison, MI2026-10-23
ADG Wealth Management Group, LLC
29,190$704.1K0.4%ETFVery LowMetairie, LA2026-10-23
Koshinski Asset Management, Inc.
27,953$674.2K0.0%ETFLowDecatur, IL2026-10-29
Focused Alpha, LLC
27,898$672.9K0.2%CoreMediumDenver, CO2026-10-20
Oppenheimer & Co Inc
27,086$653.3K0.0%CoreLowNew York, NY2026-10-26
Atwater Malick LLC
26,265$633.5K0.1%CoreLowLancaster, PA2026-10-15
Spire Wealth Management
25,755$621.2K0.0%GrowthMediumMclean, VA2026-10-30
Avidian Wealth Enterprises, LLC
24,678$595.2K0.0%ETFLowHouston, TX2026-10-08
Ashton Thomas Private Wealth, LLC
24,568$592.6K0.0%CoreMediumScottsdale, AZ2026-11-03
TD Waterhouse Canada Inc.
24,549$590.4K0.0%CoreLowToronto, Australia2026-10-16
Prosperity Planning, Inc.
24,134$582.1K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Tableaux LLC
24,042$579.9K0.2%ETFLowStockbridge, MA2026-10-23
Woodmont Investment Counsel LLC
23,459$565.8K0.0%GARPVery LowNashville, TN2026-10-29
Farnam Financial LLC
23,275$560.9K0.4%ETFLowPhoenix, AZ2026-10-21
Robinson Smith Wealth Advisors LLC
22,505$542.8K0.3%ETFLowSouth Portland, ME2026-10-22
Indivisible Partners
22,319$538.3K0.0%GrowthMediumClearwater, FL2026-10-26
Alterna Wealth Management, Inc
22,085$532.7K0.3%ETFMediumHouston, TX2026-10-27
Bank of New Hampshire
21,930$529.0K0.1%CoreLowLaconia, NH2026-10-06
Yoder Wealth Management, Inc.
21,020$507.0K0.2%ETFLowWalnut Creek, CA2026-10-13
Paradigm, Strategies in Wealth Management, LLC
20,333$490.4K0.3%ETFLowMaple Grove, MN2026-10-16
HUB Investment Partners, LLC
19,719$475.6K0.0%GrowthLowAustin, TX2026-11-03
Lee Financial Co
19,430$468.7K0.1%ETFVery LowDallas, TX2026-10-16
Peck Wealth Management, LLC
19,200$463.1K0.4%ETFLowWhite Plains, NY2026-10-29
True Private Wealth Advisors
18,564$447.8K0.0%ETFMediumSalem, OR2026-10-19
KPP Advisory Services LLC
18,520$446.7K0.1%GrowthMediumLouisville, KY2026-10-26
Wiregrass Investment Management LLC
18,500$446.2K0.3%CoreMediumThomasville, GA2026-11-05
Walleye Partners, LLC
18,333$442.2K0.5%ValueLowMadison, WI2026-10-13
J. L. Bainbridge & Co., Inc.
17,828$430.0K0.0%GrowthLowSarasota, FL2026-10-20
S.E.E.D. Planning Group LLC
17,674$426.3K0.1%CoreMediumBinghamton, NY2026-10-07
Simon Quick Advisors, LLC
17,219$415.3K0.0%ETFLowMorristown, NJ2026-10-26
Old Mission Investment Co LLC
16,664$401.9K0.1%ETFLowTraverse City, MI2026-10-22
Mattern Capital Management, LLC
16,645$401.5K0.0%CoreMediumLakewood, CO2026-11-02
Alliance Wealth Advisors, LLC
16,563$399.5K0.1%ETFHighCenterville, UT2026-10-28
Livet Wealth, LLC
16,541$399.0K0.2%ETFLowSpanish Fork, UT2026-10-27
Financial Advisory Corp
16,338$394.1K0.1%ETFVery LowGrand Rapids, MI2026-10-14
Crusonia Wealth Advisors LLC
16,115$388.7K0.1%ETFVery LowDenver, CO2026-10-26
Meridian Wealth Management, LLC
16,049$387.1K0.0%GrowthLowLexington, KY2026-11-05
Brookstone Capital Management
15,825$381.7K0.0%ETFMediumWheaton, IL2026-10-22
Members Wealth LLC
15,812$380.7K0.2%ETFLowMedia, PA2026-10-20
Ballast Rock Private Wealth LLC
15,597$376.2K0.2%ETFMediumCharleston, SC2026-10-26
FF Advisors,LLC
15,525$374.5K0.1%ETFLowManhattan Beach, CA2026-10-21
Pine Haven Investment Counsel, Inc
15,400$371.4K0.2%CoreVery LowFairhaven, MA2026-11-02
Apex Wealth Management, LLC
15,013$362.1K0.2%ETFMediumBedford, NH2026-10-20
1900 Wealth Management LLC
14,750$355.8K0.0%ETFLowSan Antonio, TX2026-10-13
Schmidt P J Investment Management Inc
14,721$355.1K0.1%GrowthVery LowCedarburg, WI2026-11-02
Valley Forge Investment Consultants Inc ADV
13,765$332.0K0.1%ETFVery LowAudubon, PA2026-11-03
Fortune Financial Group, Inc.
13,585$327.7K0.3%ETFHighNaples, FL2026-10-22
Ferguson Johnson Wealth Management Inc
13,452$324.5K0.2%ETFVery LowRockville, MD2026-11-05
Summit Place Financial Advisors, LLC
13,450$324.4K0.1%CoreMediumSummit, NJ2026-10-23
Ledyard National Bank
13,400$323.2K0.0%CoreLowHanover, NH2026-10-21
Aprio Wealth Management, LLC
13,251$319.6K0.0%ETFMediumAtlanta, GA2026-10-28
Baker Tilly Wealth Management, LLC
13,248$319.5K0.1%GrowthLowMadison, WI2026-10-05
Gamma Investing LLC
13,164$317.5K0.0%IndexVery LowFoster City, CA2026-10-08
Mlp3, LLC
13,064$315.1K0.3%CoreVery LowLinwood, NJ2026-10-22
Gradient Capital Advisors, LLC
13,020$314.0K0.1%ETFLowSan Diego, CA2026-10-21
Strategic Blueprint, LLC
12,757$307.7K0.0%ETFLowAtlanta, GA2026-10-22
Advisor OS, LLC
12,748$307.5K0.0%ETFMediumChicago, IL2026-11-03
Next Level Wealth Planning, LLC
12,390$298.8K0.1%ETFVery LowMeridian, ID2026-10-29
Berkshire Money Management, Inc.
12,213$294.6K0.0%ETFMediumDalton, MA2026-10-21
Sarver Vrooman Wealth Advisors
12,004$289.5K0.2%ETFMediumKansas City, MO2026-10-01
Cyr Financial Inc.
11,984$289.1K0.1%ETFLowHennepin, IL2026-10-16
Meredith Wealth Planning
11,767$283.8K0.1%ETFLowMaryville, IL2026-10-14
International Assets Investment Management, LLC
11,686$281.0K0.0%CoreVery HighOrlando, FL2026-11-02
Csenge Advisory Group
11,592$279.6K0.0%ETFMediumClearwater, FL2026-11-04
Meitav Investment House LTD
11,487$276.7K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Hengehold Capital Management LLC
11,474$276.8K0.0%ETFLowCincinnati, OH2026-10-16
Welch & Forbes LLC
11,471$276.7K0.0%CoreVery LowBoston, MA2026-11-04
United Community Bank
11,180$269.7K0.1%CoreLowGreenville, SC2026-10-28
BridgePort Financial Solutions, LLC
10,961$264.4K0.1%ETFLowFairfield, IA2026-11-02
Robertson Stephens Wealth Management, LLC
10,887$262.6K0.0%ETFMediumSan Francisco, CA2026-10-16
Chicago Partners Investment Group LLC
10,765$259.9K0.0%GARPLowChicago, IL2026-10-27
Cooper S Advisors, LLC
10,729$258.8K0.1%ETFLowVictor, NY2026-11-03
Highland Financial Advisors, LLC
10,606$255.8K0.1%ETFVery LowWayne, NJ2026-10-19
Maryland Capital Advisors Inc.
10,504$253.4K0.1%ETFVery LowChester, MD2026-10-15
Naples Global Advisors, LLC
10,490$253.0K0.0%CoreVery LowNaples, FL2026-11-05
Avantax Planning Partners, Inc.
10,447$252.0K0.0%ETFLowDubuque, IA2026-11-03
Horizons Wealth Management
10,438$251.8K0.2%ETFLowAsheville, NC2026-10-05
Greenspring Advisors, LLC
10,316$248.8K0.0%ETFVery LowTowson, MD2026-11-05
Prime Capital Investment Advisors, LLC
10,252$247.3K0.0%ETFLowOverland Park, KS2026-10-20
Choreo, LLC
10,101$243.6K0.0%IndexLowRockford, IL2026-10-28
Arnold Financial Planning LLC
10,003$241.3K0.2%ETFVery LowHiawatha, IA2026-10-20
Briggs Wealth Management, Inc
9,937$239.7K0.2%ETFLowGlastonbury, CT2026-10-26
Axxcess Wealth Management, LLC
9,925$239.4K0.0%CoreLowCarlsbad, CA2026-10-21
Midland Wealth Advisors, LLC
9,910$239.0K0.0%ETFLowEffingham, IL2026-10-26
Trust Point Inc.
9,571$230.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Single Point Partners, LLC
9,063$218.6K0.0%ETFVery LowBoston, MA2026-10-19
Cypress Wealth Services, LLC
8,867$213.4K0.0%ETFLowPalm Desert, CA2026-10-21
MinichMacGregor Wealth Management, LLC
8,633$208.2K0.0%ETFHighSaratoga Springs, NY2026-10-14
Sentinel Pension Advisors, LLC
8,621$207.9K0.0%ETFLowWakefield, MA2026-11-02
Builder Investment Group Inc
8,550$206.2K0.0%GrowthVery LowAtlanta, GA2026-10-22
Keybank National Association
8,500$205.0K0.0%CoreLowBrooklyn, OH2026-11-04
Wilmington Savings Fund Society, FSB
8,400$202.6K0.0%CoreLowWilmington, DE2026-10-23
Simplicity Wealth,LLC
8,302$200.2K0.0%ETFLowSummit, NJ2026-10-23
Trust Co
7,476$180.3K0.0%ETFVery LowManhattan, KS2026-10-09
Private Trust Co NA
7,072$170.6K0.0%CoreLowCleveland, OH2026-10-20
Pinnacle Bancorp, Inc.
6,077$146.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Align Financial, LLC
4,282$103.3K0.0%ETFVery LowHermantown, MN2026-10-16
Pension & Wealth Management Advisors, Inc.
4,250$102.5K0.0%ETFLowWaltham, MA2026-10-16
Phillip James Consulting Co.
4,125$99.5K0.1%ETFVery HighPlymouth, MN2026-11-03
Coastline Trust Co
4,003$96.6K0.0%GrowthVery LowProvidence, RI2026-10-01
Ascentis Independent Advisors
3,650$88.0K0.0%ETFLowDallas, TX2026-11-03
Hyposwiss Advisors SA
3,345$80.7K0.1%ETFLowGeneva, Switzerland2026-10-26
Asset Dedication, LLC
3,210$77.4K0.0%ETFLowSan Francisco, CA2026-11-03
Capital Investment Advisory Services, LLC
3,075$74.2K0.0%CoreMediumRaleigh, NC2026-10-30
Bokf, NA
2,700$65.1K0.0%CoreLowTulsa, OK2026-10-27
NBH Bank
2,553$61.6K0.0%CoreN/AGreenwood Village, CO2026-11-05
Burkett Financial Services, LLC
2,152$51.9K0.0%ETFLowRock Hill, SC2026-10-01
Birchwood Financial Partners, Inc.
2,134$51.5K0.0%ETFVery LowBloomington, MN2026-11-02
Blue Trust, Inc.
1,357$32.7K0.0%ETFLowBrentwood, TN2026-10-15
Miller Global Investments, LLC
1,240$29.9K0.0%ValueMediumDallas, TX2026-10-02
Legacy Bridge, LLC
1,218$29.4K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Eastern Bank
1,145$27.6K0.0%GrowthMediumBoston, MA2026-10-05
Armstrong Advisory Group, Inc
855$20.6K0.0%ETFHighNeedham, MA2026-10-09
Tompkins Financial Corp
671$16.2K0.0%CoreLowIthaca, NY2026-10-05
Bradley & Co. Private Wealth Management, LLC
628$15.1K0.0%CoreVery LowMiami, FL2026-10-23
Financial Consulate, Inc
550$13.3K0.0%ETFLowHunt Valley, MD2026-10-23
First Premier Bank
315$80.0%CoreVery LowSioux Falls, SD2026-10-13
IMG Wealth Management, Inc.
219$5.3K0.0%ETFMediumJacksonville, FL2026-10-27
Assetmark, Inc
167$4.0K0.0%ETFLowConcord, CA2026-10-21
Evolution Wealth Management Inc.
137$3.3K0.0%ETFMediumFort Myers, FL2026-10-28
Hazlett, Burt & Watson, Inc.
104$30.0%CoreVery LowWheeling, WV2026-11-04
Hoey Investments, Inc
90$2.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Root Financial Partners, LLC
66$1.6K0.0%ETFMediumEncinitas, CA2026-10-21